Andrew Carl Zuch

Current Employers

Employment History

• 11/2015 → 08/2019
  Self-Employed
  Pottstown, PA
• 08/2019 → 08/2020
  A Better Financial Plan
  King Of Prussia, PA
• 08/2020 → 03/2021
  Self-Employed
  Pottstown, PA
• 03/2021 → Present
  Thrivest Legal Funding
  Conshohocken, PA
• 05/2021 → Present
  Procapita Partners, Llc Dba Viquity Asset Management
  Conshohocken, PA
• 12/2023 → Present
  Mdrn Capital, Llc
  West Chester, PA

Previous Registrations

• 2021-06-24 → 2024-04-23
  Procapita Partners, Llc
  New York, NY
  Conshohocken, PA

Other Businesses

1) Name of other business; Rental property owner, Investment Related; no, Address of other business; 56 Old Barn Drive, West Chester, PA 19382, Nature of other business; multi-family rental properties, Position; Personal portfolio manager, Relationship with other business; owner of the properties, Start date; 09/01/1995, Hours/month; 5 hrs/month, Hours devoted during securities trading hours; 0, Duties of position; Manage a personal portfolio of multi-family investment properties. 2) Name of other business; Licensed Insurance Agent, Investment Related; yes, Address of other business; 56 Old Barn Drive, West Chester, PA 19382, Nature of other business; Licensed insurance agent offering clients advice or products from this activity, Position; Insurance agent, Start date; 1/01/2015, Hours/month; 20 hrs/month, Hours devoted during securities trading hours; 0, Duties of position; Identify client needs for protection, tax-free retirement income, legacy planning, and retirement income planning. Then provide best solutions that accomplish client need. 3) Name of other business; ProCapita Partners dba Viquity Asset Management Investment Related; Yes, Address of other business; 1100 East Hector Street, Suite 210, , Conshohocken, PA. 19428, Nature of other business; RIA firm, Position; Investment Advisor Representative, Start date; 06/01/2021, Hours/month; 80 hrs/month, Hours devoted during securities trading hours; 80, Duties of position; Retirement income specialist working to help both retirees and pre-retirees secure their financial futures. Focus primarily on retirement income planning and wealth preservation. 4) Name of other business; Thrivest Legal Funding, Investment Related; Yes, Address of other business; 1100 East Hector Street, Suite 210, , Conshohocken, PA. 19428, Nature of other business; Salaried employee of Thrivest, providing services relating to private placements by Thrivest that are exempt from registration under Section 506(b) of the SEC's Regulation D., Position; Senior Vice President of Investments, Start date; 03/01/2021, Hours/month; 80 hrs/month, Hours devoted during securities trading hours; 80, Duties of position; Work with accredited and institutional investors interested in portfolio diversification thru alternative, income-focused investments. 5) Name of other business: MDRN Capital LLC; Investment Related: Yes; Address of other business: Westchester, PA; Nature of other business: RIA firm; Position: Senior Financial Advisor; Start date: 12/2023; Hours/month; hrs/month, Hours devoted during securities trading hours; 0, Duties of position;

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-06-12